Retirement plan

INTERCO DEVELOPMENT CORP. 401K PLAN

Name: INTERCO DEVELOPMENT CORP. - INTERCO DEVELOPMENT CORP. 401K PLAN (2025) Form 5500
Creator: INTERCO DEVELOPMENT CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERCO DEVELOPMENT CORP. 401K PLAN, INTERCO DEVELOPMENT CORP.

INTERCO DEVELOPMENT CORP.EIN 13-3093155Plan #002PY 2025

43 TRANQUILITY ROAD - SUFFERN, NY 10901845-362-5363

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$573K

-65.6% from 2024

Total participants

0.0% from 2024

Average account balance

$191,105

-65.6% from 2024

Annual return

1.95%

-1.45 pp from 2024

Benchmarks

See 3,922 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort3,922 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$573K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$191K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$75K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$451859

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$451859 / participant

Other / not subdivided$1M100.0%

% of EOY assets

236.446%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$191,105

$289,211-33.9%

$260,467-26.6%

$198,609-3.8%

Participation rate

100.0%

83.1%+16.9pp

80.5%+19.5pp

82.4%+17.6pp

Annual return

1.95%

112.90%-111.0pp

100.60%-98.7pp

202.70%-200.8pp

Employer contribution / active EE

$46,190

$4,663+890.6%

$4,239+989.8%

$5,055+813.7%

Participant deferral / active EE

$28,500

$6,812+318.4%

$6,319+351.0%

$6,977+308.5%

Admin fee / account holder

$451,859

$16,236+2683.1%

$15,461+2822.6%

$19,030+2274.4%

INTERCO DEVELOPMENT CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERCO DEVELOPMENT CORP. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion